Flexie CRM + Cogsworth Integration

Connect Flexie CRM to Cogsworth - Automate your workflows in 1-click

Make use of Flexie CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Leverage Cogsworth automations to simplify appointment scheduling, reduce back-and-forth communication, and manage cancellations efficiently. Combine the benefits of both with Integrately’s Flexie CRM + Cogsworth integration.
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Ready Workflows For Flexie CRM + Cogsworth Integration

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Cogsworth + Flexie CRM Integration

Create Flexie CRM deal for new Cogsworth appointment

In your business, you may need to track when someone is invited to an appointment. You can do this by creating a deal in Flexie CRM.

But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an appointment is created in Cogsworth, it will trigger a corresponding deal creation in Flexie CRM.

This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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2. Select what action you want to automate
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Flexie CRM + Cogsworth Integration
1.
  • Flexie CRM
    Universal trigger in Flexie CRM

    Triggers the automation whenever any event occurs

    Instant
  • Cogsworth
    Appointment is booked in Cogsworth

    Triggers the automation whenever a new appointment is successfully booked

    Instant
  • Cogsworth
    Appointment is cancelled in Cogsworth

    Triggers the automation whenever any appointment is cancelled

    Instant
  • Cogsworth
    Appointment is rescheduled in Cogsworth

    Triggers the automation whenever any appointment is rescheduled

    Instant
2.
  • Flexie CRM
    Create contact in Flexie CRM

    Automatically adds a new contact to the database

  • Flexie CRM
    Update contact in Flexie CRM

    Automatically updates contact information with new details

  • Flexie CRM
    Search contact in Flexie CRM

    Automatically finds and retrieves contact information

  • Flexie CRM
    Create deal in Flexie CRM

    Automatically generates a new deal with

  • Flexie CRM
    Update deal in Flexie CRM

    Automatically updates deal information based on new criteria or changes

  • Flexie CRM
    Search deal in Flexie CRM

    Automatically retrieves and find a deal

  • Flexie CRM
    Update custom entity in Flexie CRM

    Automatically updates a custom entity with new information

  • Flexie CRM
    Create account in Flexie CRM

    Automatically generates a new account

  • Flexie CRM
    Search account in Flexie CRM

    Automatically searches for account information

  • Flexie CRM
    Update account in Flexie CRM

    Automatically updates account information

  • Flexie CRM
    Create custom entity in Flexie CRM

    Automatically creates a new marketing campaign

  • Flexie CRM
    Search custom entity in Flexie CRM

    Automatically searches for a custom entity

  • Flexie CRM
    Create lead in Flexie CRM

    Automatically generates new leads for potential customers

  • Flexie CRM
    Search lead in Flexie CRM

    Automatically retrieves information for a particular lead

  • Flexie CRM
    Update lead in Flexie CRM

    Automatically updates the lead information

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Integrate Flexie CRM & Cogsworth In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Flexie CRM or Cogsworth With 1200+ Other Apps

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Flexie CRM helps you discover, connect, and accelerate your sales. It is a platform that provides advanced activity tracking, intelligent lead scoring, insightful reporting & analytics, and more to help you close more deals.

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Cogsworth is a bot which works with your calendar and automatically fills in your availability, if you have it blocked or free. It also gives you a quick overview of how busy you are going to be.

See Cogsworth Integrations

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